May 2023
Posted by Financial Strategies Group in NewslettersOur May newsletter features a Housing Market Update for 2023, brought to you by Nicholas Rios, Beth Brandt, and Adele Pick. Watch: Meet the Professionals- A housing market update
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April 2023
Posted by Financial Strategies Group in Economic Update, NewslettersThe financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested…
Understanding FDIC Insurance
Posted by Financial Strategies Group in Blog Posts, Economic Update, Giving More, InvestingGiven the media surrounding the SVB collapse, it’s natural to wonder how protected your money actually is within a bank. It’s important to be aware of your rights and how these institutions can keep your money safe. There are several organizations that have been set…
Meet the Professionals- Tax Season 2022/2023 with Kimberly DeProspero, CFP®, and Elliott Starman
Posted by Financial Strategies Group in Blog PostsJoin Kimberly DeProspero, CFP®, and Elliott Starman, Tax Managing Director at BDO, as they dive into some of the details you should be aware of as we continue preparing for this year’s tax season. Financial Strategies Group and LPL Financial do not provide tax advice…
March 2023
Posted by Financial Strategies Group in NewslettersDimensional Fund Advisors was ranked #1 in Barrons Best Fund Families of 2022. You can continue reading more about the award and why DFA was chosen in this month’s newsletter. Thank you for trusting us as your advisors and the partners we are proud to…
February 2023
Posted by Financial Strategies Group in NewslettersAs our team has continued to evolve and grow, we thought it would be nice to briefly reintroduce some of our team with a brief reminder of what we’re here to assist you with on a daily basis. We’re so grateful for you. Continue Reading…
The Housing Outlook for 2023
Posted by Financial Strategies Group in Blog Posts, Economic UpdateThe housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21. But, once the Fed started tightening, housing took the lead downward, as well. This isn’t a repeat of the 2006-11 housing bust, but it will drag on. Don’t expect…
January 2023
Posted by Financial Strategies Group in Economic Update, Financial Planning, Insights, NewslettersWhen we come across articles that speak to our core investment philosophies, we are inclined to share them with you all, especially during times of larger market and world events. During these events, emotions run heavy, and our instinct is to flee or immediately change…
Client Highlight: My Retirement Is Just As Busy As When I Was A Consultant- Bill Price
Posted by Financial Strategies Group in Blog Posts, Financial Planning, Giving More, Retirement“My Retirement is just as busy as when I was a consultant”- Bill Price The best part of our job is watching our clients create the life they worked so hard to achieve. We recently had the pleasure of speaking with our client Bill Price…
November Letter to Clients: Long-Term Care and Your Options
Posted by Financial Strategies Group in Blog Posts, Long Term Care PlanningLong-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept….